Principle Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Principle Wealth Partners’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$505K	Hold	1,736	–	–	0.02%	256
2026 Q1	$432K	Hold	1,736	–	–	0.02%	261
2025 Q4	$481K	Hold	1,736	–	–	0.03%	247
2025 Q3	$475K	Hold	1,736	–	–	0.03%	240
2025 Q2	$428K	Hold	1,736	–	–	0.03%	247
2025 Q1	$366K	Hold	1,736	–	–	0.03%	254
2024 Q4	$408K	Hold	1,736	–	–	0.03%	243
2024 Q3	$382K	Hold	1,736	–	–	0.03%	255
2024 Q2	$372K	Hold	1,736	–	–	0.03%	251
2024 Q1	$339K	Hold	1,736	–	–	0.03%	266
2023 Q4	$304K	Hold	1,736	–	–	0.03%	268
2023 Q3	$267K	Hold	1,736	–	–	0.03%	270
2023 Q2	$275K	Hold	1,736	–	–	0.03%	276
2023 Q1	$241K	Hold	1,736	–	–	0.03%	289
2022 Q4	$209K	Hold	1,736	–	–	0.02%	301
2022 Q3	$207	Hold	1,736	–	–	0.02%	283
2022 Q2	$217K	Buy	+1,736	New	+$238K	0.03%	285

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principle Wealth Partners's IWY Position: Q2 2026 in Review

Principle Wealth Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,736 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #256.

Principle Wealth Partners first reported a position in IWY in Q2 2022 and has held it in 17 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Principle Wealth Partners held 1,736 shares of iShares Russell Top 200 Growth ETF worth $505K as of Q2 2026.
Principle Wealth Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #256 holding.
Principle Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 17 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.